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How to Choose a Complex vs. Simple Risk Tolerance Questionnaire

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By Jennifer Goldman via Iris.xyz

We are big fans of advisors using a risk tolerance questionnaire. However, there are so many to choose from so how do you decide WHICH questionnaire to use?

We did a Google search for more simple questionnaires and choose the top 5 widely used risk questionnaires. We compiled the questions into one master list document.

Click here to read the full story on Iris.xyz.

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